Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• Welcome to the Governance Studio
  • Convenience
  • Flexibility
  • Benefits
    • Improve Business Communication
    • Increase the Value of Your Reports
    • Maximize Efficiency & Scalability
• Starting the Software
• Understanding the Client Workspace
  • Frame Functionality
  • Menu Commands and the Toolbar
    • File Menu
    • Edit Menu
    • View Menu
    • Run Menu
    • Tools Menu
    • Help Menu
    • Keyboard Shortcuts
  • Tabs
    • Standard Tabs
    • Output Tabs
    • Tab Scroll Arrows and Show Tab List Button
    • Filtering Data
  • Task Panes

2 Configuration and Administration

• Configuring a DSA for Governance Studio
  • Accessing the Output Step in the DSA
    • Governance Studio Output Type Options
    • Governance Studio Graph Options
• Starting the Governance Studio
  • Setting the Transform Server
• Creating and Running a Governance Studio Project
  • Retrieve the Input Data
    • Opening an Excel Input File
• Project Templates
  • Creating a Project Template
  • Opening a Project Template
• Opening Projects Without Results
• Configuring Options
  • Graphs Tab
  • Tabs Tab
  • General Tab
  • Memory Tab

3 Run and Review a Project

• Running a Governance Studio Project
  • Synchronous Execution
  • Asynchronous Execution
  • Data Override Execution
• Reviewing Project Output
  • General Processing
    • Applying a Secondary DSA
    • Re-Running a Secondary DSA
    • Completing Projects
    • Applying Quick Lookup
• Other Features
  • Viewing Job Status
    • Getting Job Results
  • Emailing Checked Rows
  • Exporting and Importing Projects
    • Exporting a Project
    • Importing a Project

4 Basic Tabs

• Source Tab
• Graph Summary Tabs
• Data Summary Tab

5 DSA Output Tabs

• Review, Approve and Route Output Tabs
  • Output Tab Functions
    • Row Selection
    • Copying Data
    • Modifying Cell Contents
• Review, Approve, and Route AutoSuggest Output Tabs
  • AutoSuggest Feature
  • Apply Augmentations Feature
• Match Results Tabs
  • Top Pane Functions
  • Bottom Pane Functions
  • Working with a Match Set
    • Request for Quote
    • Functional Equivalents Cross Reference
  • Survivorship Process
• Trend Analysis
• Create Task from Checked Rows
  • View My Tasks
    • Changing the Task Status
    • Creating a Task

A Installing the Client Software